New model army- Do you have a technology strategy?
Fears over robo-advice are receding as we approach a watershed moment in adviser acceptance of new technologies and online platforms
Fears over robo-advice are receding as we approach a watershed moment in adviser acceptance of new technologies and online platforms
As an industry, we spend lots of time and resource on developing our products and services to ensure that they meet the ever-changing needs of clients and their supporting financial advisers. Although as is the case in the wider Financial Services industry, providers in the non-UK, cross border space increasingly struggle to truly differentiate what…
As Anthony Gillham from Quilter Investors** explains, too many expats arrive at retirement thinking that their years in decumulation will be just like their years in accumulation. They couldn’t be more wrong. This puts the onus on advisers to make sure clients understand the realities of maintaining a pension pot for decades to come.
Taru Singhal explains five key ways to help NRI customers reach their financial goals.
Business expert, Karen Blatchford, explains seven key ways to keep your staff motivated for the long term.
The General Data Protection Regulation (GDPR) is the biggest overhaul of European data protection and privacy law for more than 20 years. It came into force on 25 May 2018 and is designed to harmonise data privacy laws across Europe, improve data security and reinforce the obligations of organisations that hold and store data.
Business expert, Karen Blatchford, explains how you can develop your business in times of increasing client demands.
Advising expat clients on pensions can be complex – David Denton – Head of International Technical Sales at Old Mutual Wealth highlights some areas where advisers can make a real difference.
Sometimes the details reveal the bigger picture.
It is vitally important to explain risk to clients who are transferring their defined benefit (DB) pensions.
Paul Evans, head of sales for the Middle East and Africa at Old Mutual International, discusses the work his team is doing to support advisers dealing with changing regulation and client needs. He is finding increasing demand for new product solutions and outsourcing options to meet the needs of high net worth clients.
by David Denton, head of international technical sales at Old Mutual Wealth Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017.…